We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Regal Partners
2076
Regal Partners
Australia
$965M -$29.4M -3% 3.21% 146% 62 48.39% 0.7
Nicholas Investment Partners
2077
Nicholas Investment Partners
California
$964M -$12.5M -1% 7.78% 397% 244 35.66% 1.3
CoreCap Advisors
2078
CoreCap Advisors
Michigan
$963M -$925M -49% 4.37% 89.8% 2,675 45.68% 0.6
Texas Capital Bank Wealth Management Services
2079
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.6M +6% 4.34% 81.9% 225 21.33% 2.3
Callahan Advisors
2080
Callahan Advisors
Texas
$962M +$8.28M +0.9% 1.46% 87.7% 152 9.21% 5.9
Hengehold Capital Management
2081
Hengehold Capital Management
Ohio
$961M +$23M +2% 1.29% 54.5% 198 7.07% 4.4
Connors Investor Services
2082
Connors Investor Services
Pennsylvania
$961M +$12.2M +1% 4.15% 125% 164 9.76% 4.9
TCG Crossover Management
2083
TCG Crossover Management
California
$960M -$305M -24% 11.2% 3,013% 35 14.29% 1
Washington State Investment Board
2084
Washington State Investment Board
Washington
$959M +$326M +52% 51.7% 567% 2 0% 2.9
Levin Capital Strategies
2085
Levin Capital Strategies
New York
$959M -$43.2M -4% 0.13% 88.6% 290 39.31% 3.6
Charter Oak Capital Management
2086
Charter Oak Capital Management
New Hampshire
$958M +$25.2M +3% 1.57% 39.2% 190 12.11% 2.9
Harbor Investment Advisory
2087
Harbor Investment Advisory
Maryland
$958M +$1.67M +0.2% 3.15% 97.5% 1,475 21.49% 3.1
Seven Eight Capital
2088
Seven Eight Capital
New York
$958M -$53.5K -0% 2.43% 13.6% 932 66.2% 0.3
Strategic Wealth Partners
2089
Strategic Wealth Partners
Ohio
$958M +$46.1M +5% 1.49% – 312 18.27% 2.6
Globeflex Capital
2090
Globeflex Capital
California
$957M -$69.4M -7% 1.49% 186% 537 24.21% 2.2
Morningstar Investment Management
2091
Morningstar Investment Management
Illinois
$957M +$34.8M +4% 3.04% 48.2% 205 7.32% 1.3
FJ Capital Management
2092
FJ Capital Management
Virginia
$956M -$26.6M -3% 0.57% 97.9% 142 54.23% 2
Trigran Investments
2093
Trigran Investments
Illinois
$956M -$75.3M -7% 4.27% 30.2% 22 18.18% 3.6
TD Capital Management
2094
TD Capital Management
Tennessee
$956M +$18.3M +2% 1.43% 40.5% 541 20.52% 2.5
SL
2095
Sonnipe Ltd
Isle Of Man
$956M +$6.55M +0.7% 6.59% 57.8% 21 85.71% 1.5
Tompkins Financial
2096
Tompkins Financial
New York
$955M +$70.6M +8% 4.29% 84.4% 658 14.89% 4.6
Jacobs & Co
2097
Jacobs & Co
California
$954M +$9.5M +1% 3.23% 105% 125 4.8% 7.6
Permian Investment Partners
2098
Permian Investment Partners
Texas
$954M -$88M -8% 3.94% 78.6% 22 40.91% 1.5
SBCM
2099
Schwerin Boyle Capital Management
Massachusetts
$953M -$51.9M -5% 0.91% 72.3% 53 5.66% 6.3
Proficio Capital Partners
2100
Proficio Capital Partners
Massachusetts
$952M +$44M +5% 4.18% 97% 344 12.79% 2.8